Full-Time

Tax Director

State & Local Tax

Posted on 2/20/2025

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Compensation Overview

$155k - $310kAnnually

Senior, Expert

Nashville, TN, USA + 14 more

More locations: Austin, TX, USA | Los Angeles, CA, USA | San Jose, CA, USA | Canoga Park, Los Angeles, CA, USA | Irvine, CA, USA | Dallas, TX, USA | San Ramon, CA, USA | Philadelphia, PA, USA | Chicago, IL, USA | Boise, ID, USA | St. Louis, MO, USA | Culver City, CA, USA | Bellevue, WA, USA | El Segundo, CA, USA

Open to location.

Category
Tax Accounting
Financial Planning
Accounting

You match the following Armanino's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s Degree in Accounting, Tax, Finance or related discipline
  • Minimum 12 years of SALT experience with an emphasis on responsibilities listed above
  • Minimum of 5 years in a managerial role involving clients and team members
  • Qualified to practice before the IRS (i.e, JD. CPA, or EA)
  • Proven ability to generate leads, build relationships, and secure clients
  • Expertise in tax reporting, research, and planning on a multi-state level
Responsibilities
  • Apportionment and revenue sourcing for income, business activity and indirect taxes
  • State tax forecasting, tax planning and deep knowledge of tax law
  • Coordinate the US State and Local income and franchise tax accrual process
  • Manage State and Local tax return review
  • Represent Client in Tax Controversies, implement state tax planning for corporations, individuals and partnerships
  • Provide tax engine consulting, optimization, training and implementation for Clients
  • Areas of concentration will include: income franchise taxes business licenses, sales & use taxes other transactional taxes, property taxes and state credits and incentives
  • Manage implementation and support the preparation of thought leadership related to any multistate income/sales tax related legislation enacted
  • Conduct multistate technical research to support filing positions
  • Develop tools to assist our clients to manage the tax compliance process more efficiently
  • Timely responsiveness to internal and external clients; our SALT team stresses quality client service timely delivery of projects
  • Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; and market, sell, design, and implement innovative tax-planning strategies for clients; and manage to budget
  • Make recommendations on business and process improvements related to SALT filings
  • Deliver a full range of State and Local Tax services including tax return preparation and review, tax research, preparation of technical memorandums, drafting client correspondence, and counseling client in defending against state audits
  • Oversee multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
Desired Qualifications
  • Public accounting experience, especially Big 4
  • Masters Degree in Accounting, Taxation or Law
  • Knowledge of Power-BI, Alteryx, OneSource, GoSystems, advanced Excel skills, or comparable

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

San Ramon, California

Founded

1969

Simplify Jobs

Simplify's Take

What believers are saying

  • AI and automation services align with digital transformation trends in wealth management.
  • Fund Administration Services meet rising demand for operational efficiency in private equity.
  • Strategic hiring in India leverages global talent for enhanced service delivery.

What critics are saying

  • Competition in AI services from firms like Deloitte and PwC is intensifying.
  • Geopolitical tensions may impact Armanino's expansion efforts in India.
  • Acquisitions in NYC and LA could lead to integration challenges affecting service quality.

What makes Armanino unique

  • Armanino's AI tools for family offices enhance efficiency and service quality.
  • Audit Ally automates SOC 2 examinations, improving compliance and reporting processes.
  • Armanino's Fund Administration Services offer a one-stop solution for private equity firms.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

401(k) Company Match

Profit Sharing

Wellness Program

Parental Leave

Paid Holidays

Company News

Business Wire
May 1st, 2024
Armanino Announces Advanced Ai And Automation Services To Bridge The Tech Gap For Family Offices

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (Armanino), a top 20 national accounting and consulting firm, introduces a suite of artificial intelligence tools and time-saving automated solutions to drive efficiency and high-quality service for family offices. To spearhead this initiative, John Stewart, Partner and Strategy Transformation leader at Armanino, joins the Family Office leadership team, co-leading alongside Chris Mays, Partner at Armanino. Together, they will direct the implementation of Armanino’s new AI and automation services to support family offices across the country. “Family offices, while small and nimble, often struggle with the advanced tools or expertise needed to transform their operations, reduce manual tasks, and ultimately enhance how they scale and manage their clients,” Stewart said. “Now we can offer our technological prowess and deep industry knowledge to bridge this critical gap for our clients as they grow and professionalize their own services.”. Armanino’s family office digital transformation capabilities now include:

Business Wire
Apr 9th, 2024
Armanino Introduces Advanced Fund Administration Services To Enhance Private Equity And Real Estate Fund Management

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (“Armanino”), a top 20 national accounting and consulting firm, announces the expansion of Armanino’s Fund Administration Services (AFA) to provide comprehensive fund administration solutions to private equity and real estate investment firms–streamlining operations and enhancing investor confidence by integrating cutting-edge technology, expert financial insights, as well as rigorous updated procedures.Fund managers need sophisticated reporting and back-office support, yet often face constraints like high implementation costs and a lack of in-house technical expertise. Internal teams, overwhelmed and often understaffed, struggle to coordinate multiple providers and fulfill specialized tax and audit requirements as an extension of their teams. The ongoing consolidation in the fund administration space only further complicates matters, creating constant change and significant headaches for management teams.In this environment, time- and resource-strapped fund managers must still aggressively minimize risk and adhere to complex laws and regulatory guidelines. They must also deliver the strategic support and scale that firms need to achieve growth. AFA seeks to solve these pain points through one holistic solution, backed by the expertise and technology that Armanino offers.“The need for comprehensive, sophisticated fund administration has never been greater,” says Jason Gilbert, Partner and Fund Administration Practice Leader at Armanino. “This platform is more than an individual service; it's an advanced one-stop-shop solution designed to offer customizable and scalable capabilities to meet any firm’s specific needs, while allowing them to focus on raising capital and putting money to work, not worrying about the technicalities of reporting, tax and compliance.”AFA services are tailored to directly address these challenges for private equity and real estate fund managers

Business Wire
Mar 27th, 2024
Armanino Appoints Shrenik Shah As Managing Director To Spearhead Armanino’S India Office

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (Armanino), a top 20 national accounting and consulting firm, today announced it has hired accounting industry veteran, Shrenik Shah, as Managing Director. This hiring will directly support Armanino's ambition to provide clients with a global talent pool and act as the anchor in the firm’s India office. Shah joined in January and is now spearheading the India office recruitment and key office initiatives. Shah, a seasoned professional with over two decades of experience in accounting and consulting, will play a pivotal role in identifying and spearheading strategic growth initiatives, recruiting talent and developing the firm’s office to enhance the services Armanino provides to its clients. Shah joins Armanino after previously leading Citrin Cooperman’s India office, where he successfully scaled their initiative from launch to over 300 employees. “Armanino’s India office is designed to be an extension of our US footprint delivering the same level of quality, client-focused service we’re known for today,” says Matt Armanino, CEO of Armanino

Business Wire
Feb 6th, 2024
Armanino Earns Ninth Consecutive Best Of Accounting® Award, Fifth Consecutive Diamond Award From Clearlyrated For Outstanding Client Satisfaction

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP, one of the 20 largest accounting and business consulting firms in the U.S., proudly announces its remarkable achievement in placing on ClearlyRated’s Best of Accounting® Award, receiving a Net Promoter Score (“NPS”) of 56. This score surpasses the average accounting industry NPS by a margin of 15 points. This is the firm’s fifth consecutive year as a Diamond Award recipient, recognizing Armanino’s consistent placement on the Best of Accounting list. The firm achieved its score with nearly three-quarters of its clients rating Armanino with a nine or higher on a 10-point scale. "We are absolutely thrilled with our outstanding Net Promoter Score and continued ranking on this list," said Matt Armanino, CEO at Armanino LLP. "It reflects our relentless dedication towards providing unparalleled service quality backed by deep expertise across all aspects of accounting and business consulting

Business Wire
Jan 31st, 2024
Armanino Unveils Audit Ally, Revolutionizing The Soc 2 Examination Process

SAN RAMON, Calif.--(BUSINESS WIRE)--Armanino LLP (“Armanino”), a top 20 consulting and accounting firm, is proud to announce the launch of Audit Ally, a cutting-edge, proprietary tool designed to automate and improve the efficiency of Service Organization Control 2 (SOC 2) examinations for both the client and the auditor. Audit Ally is the first-of-its-kind SOC 2 tool directly engineered by an accounting firm, designed to integrate into any SOC 2 engagement and improve automation and reporting capabilities.Audit Ally was conceptualized and built in-house by Armanino’s product and innovation division, led by AJ Yawn, a seasoned cloud security professional with significant senior-level information security experience. Designed to resolve the many headaches that arise during the traditional SOC 2 process, Audit Ally blends Armanino’s distinct capabilities in software development and cyber compliance. From data collection under a centralized dashboard to audit process transparency, Audit Ally will make sourcing disparate data sets, tracking down specific compliance data, and slow reporting a thing of the past. Further, because Audit Ally is a tool designed to seamlessly integrate into Armanino’s SOC 2 examination process, it removes the reliance on third-party applications, which often results in inefficiency and difficulties in integration or outright rejection from auditors.“Armanino prides itself on not just looking around the curve and anticipating the future, but building it, and Audit Ally is a prime example of how we innovate,” says Matt Armanino, CEO of Armanino. “By pairing our software development talent with our assurance expertise, we’re able to develop proprietary tools that we believe will be a game-changer for SOC 2 compliance auditing, helping clients save time while allowing auditors to produce high-quality reports.”In today’s digital, data-heavy world where information security is more important than ever, SOC 2 compliance serves as a cornerstone of trust for companies that handle private data